John Roach

Chief Operating Officer and Chief Compliance Officer

John joined Green Square Capital Advisors, LLC. in April 2021.  He manages the operations of Green Square and directs, administers, and coordinates the activities of the organization in accordance with policies, goals, and objectives of the firm. He also develops and monitors the firm’s compliance program, ensuring that all activities meet the requirements of state and federal legal and regulatory agencies. In addition, John acts as liaison with regulatory agencies on compliance-related issues. Prior to joining Green Square Capital Advisors, he was responsible for leading the functional results as well as collaboratively developing and executing the operations and technology vision for SouthernSun. John aligned the firm’s operations, compliance, and technology vision with its business strategy by integrating company processes with the appropriate applications and technologies.  Prior to joining SouthernSun, John was the Manager of Operations at STW Fixed Income where he was responsible for the Portfolio Accounting & Performance and Analytics, Mutual Fund Operations, Operational Risk, and Trading Operations functions. John also spent 10 years at Cramer Rosenthal McGlynn, LLC where he was Assistant Vice President of Back Office Operations which included Hedge Fund and Fund of Funds accounting. John holds a BS degree in Accounting from Pace University. John brings to Green Square Capital Advisors, LLC. more than 30 years of experience in the management, execution, and implementation of leading-edge applications and support infrastructures.

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